HCA

Harbour Capital Advisors Portfolio holdings

AUM $489M
1-Year Est. Return 37.14%
This Quarter Est. Return
1 Year Est. Return
+37.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$1.09M
3
+$1.02M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$911K
5
MSFT icon
Microsoft
MSFT
+$891K

Top Sells

1
+$2.18M
2
+$1.85M
3
+$890K
4
LLY icon
Eli Lilly
LLY
+$804K
5
EW icon
Edwards Lifesciences
EW
+$792K

Sector Composition

1 Technology 19.24%
2 Healthcare 11.89%
3 Financials 10.54%
4 Consumer Discretionary 10.14%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 1.12%
8,661
+37
27
$3.65M 1.1%
25,167
+1,330
28
$3.62M 1.09%
16,070
-1,065
29
$3.61M 1.09%
18,092
+96
30
$3.38M 1.02%
82,754
+15,430
31
$3.19M 0.96%
111,564
+20,190
32
$2.96M 0.89%
53,650
+3,669
33
$2.93M 0.89%
4,377
+166
34
$2.81M 0.85%
27,050
+853
35
$2.74M 0.83%
26,275
+1,500
36
$2.7M 0.82%
1,017
+42
37
$2.62M 0.79%
14,670
+155
38
$2.48M 0.75%
32,185
-5,736
39
$2.27M 0.69%
43,244
-1,890
40
$2.21M 0.67%
5,394
+15
41
$2.21M 0.67%
5,369
-41
42
$2.2M 0.66%
17,778
+63
43
$2.18M 0.66%
13,385
-231
44
$2.1M 0.64%
17,153
-4,791
45
$1.88M 0.57%
2,615
+90
46
$1.85M 0.56%
54,000
+3,700
47
$1.77M 0.53%
16,164
-415
48
$1.71M 0.52%
1,299
+3
49
$1.68M 0.51%
5,320
+419
50
$1.6M 0.48%
24,525
+2,085
1
2
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